Civic Intelligence

Rotary Club of Daniel Island

990EZ • Fiscal year 2016 • EIN 91-2144335

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 14, 2016

Organization ProfileWWW.DANIELISLANDROTARY.COM
234 Seven Farms Dr Ste 111-aCharleston, SC 29492

(843) 971-8646

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

41st percentile

-0.2%

Higher net margin than 41% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)4 • <$500k nonprofits • Source year 2016

Asset Growth

59th percentile

4.9%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

-2.2%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)4 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$42,984

Up $2,027 (+4.9%) from 2015

Net Assets

$42,984

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Down

$61,965

Down $1,399 (-2.2%) from 2015

Expenses

Down

$62,086

Down $1,136 (-1.8%) from 2015

Net Income

Down

-$121

Down $263 (-185%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2011: $36,861Liabilities 2011: $02011Assets 2012: $30,695Liabilities 2012: $02012Assets 2013: $36,308Liabilities 2013: $02013Assets 2014: $40,815Liabilities 2014: $02014Assets 2015: $40,957Liabilities 2015: $02015Assets 2016: $42,984Net Assets 2016: $42,9842016Assets 2017: $38,126Liabilities 2017: $02017Assets 2018: $40,732Liabilities 2018: $02018Assets 2019: $41,962Liabilities 2019: $3,7552019Assets 2020: $43,633Liabilities 2020: $1,6172020Assets 2021: $33,195Liabilities 2021: $1,3332021Assets 2022: $50,313Liabilities 2022: $10,483Net Assets 2022: $39,8302022Assets 2023: $55,193Liabilities 2023: $13,861Net Assets 2023: $41,3322023Assets 2024: $49,459Liabilities 2024: $7002024Assets 2025: $54,582Liabilities 2025: $4,348Net Assets 2025: $50,2342025

Highlighted filing

2016

Assets$42,984
Liabilities-
Net Assets$42,984
Open 2016 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $68,465Expenses 2011: $68,425Net Income 2011: $402011Revenue 2012: $55,674Expenses 2012: $61,840Net Income 2012: -$6,1662012Revenue 2013: $47,847Expenses 2013: $42,234Net Income 2013: $5,6132013Revenue 2014: $57,254Expenses 2014: $52,747Net Income 2014: $4,5072014Revenue 2015: $63,364Expenses 2015: $63,222Net Income 2015: $1422015Revenue 2016: $61,965Expenses 2016: $62,086Net Income 2016: -$1212016Revenue 2017: $62,462Expenses 2017: $62,080Net Income 2017: $3822017Revenue 2018: $64,780Expenses 2018: $62,174Net Income 2018: $2,6062018Revenue 2019: $61,799Expenses 2019: $62,901Net Income 2019: -$1,1022019Revenue 2020: $58,875Expenses 2020: $55,066Net Income 2020: $3,8092020Revenue 2021: $46,578Expenses 2021: $56,732Net Income 2021: -$10,1542021Revenue 2022: $78,577Expenses 2022: $70,609Net Income 2022: $7,9682022Revenue 2023: $89,824Expenses 2023: $88,322Net Income 2023: $1,5022023Revenue 2024: $89,618Expenses 2024: $82,191Net Income 2024: $7,4272024Revenue 2025: $70,063Expenses 2025: $68,588Net Income 2025: $1,4752025

Highlighted filing

2016

Revenue$61,965
Expenses$62,086
Net Income-$121
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$61,965
Mission and Program Overview

Mission

Membershiporganizationwithservicetothecommunityourprimarypurpose.

The purpose of the organization is to provide scholarships for high school students; promote international understanding through rotary international programs such as exchange students and polio eradication and to serve the local community in areas of needs such as food needs, housing, family care, literacy and wellness.

Program Services

DescriptionGrantsExpenses
THIS IS A ROTARY INTERNATIONAL CHARITABLE ORGANIZATION THAT PROVIDES MEDICAL SERVICES, CLEAN WATER, EDUCATION AND OTHER SERVICES TO COUNTRIES AROUND THE WORLD.$6,400$6,400
THIS ORGANIZATION PROVIDES MILLIONS OF DOLLARS OF FUNDING FOR ALZHEIMER'S RESEARCH IN THE FORM OF GRANTS.$2,037$2,037
THE PURPOSE OF THIS FUNDING IS TO PROVIDE POLIO VACCINATIONS TO CHILDREN THROUGHOUT THE WORLD.$281$281
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL SUDZINAPresident-$0--
E GRAYHAM IVESPresident El-$0--
TODD MUSHEFFVice Preside-$0--
DAVID PAGLIARINITreasurer-$0--
WILLIAM CANNONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Daniel Island
EIN
91-2144335
Address
234 SEVEN FARMS DR STE 111-A, CHARLESTON, SC 29492

Signing Officer

Name
David Pagliarini
Title
Treasurer
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Hood-rice LLC
Address
952 HOUSTON NORTHCUTT BLVD STE 201, MT PLEASANT, SC 29464-5659
Preparer
Kathleen K Rice CPA
Phone
8433883284
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Paul harris society 1560 sherman ave evanston, il 60201 6,400 0 0”

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 2,331 bank charges 13 po box rental 192 conference fees 2,331 district 7770 dues 2,328 fellowship 7,305 meals at regular meetings 31,627 rotary intl dues 4,844 awards & supplies 2,397 total 53,368”

Form 990-ez, Part II, Line 24

“Accounts receivable 906 4,191 dues receivable from members 0 0 total 906 4,191”

Form 990-ez, Part III

“The purpose of the organization is to provide scholarships for high school students; promote international understanding through rotary international programs such as exchange students and polio eradication and to serve the local community in areas of needs such as food needs, housing, family care, literacy and wellness.”

Raw XML Appendix116 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID PAGLIARINI
IRS990EZ/BooksInCareOfDetail/PhoneNum08439718646
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0234 SEVEN FARMS DR STE 111-A
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLESTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029492
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042199
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038793
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-121
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043105
IRS990EZ/Form990TotalAssetsGrp/EOYAmt042984
IRS990EZ/GrantsAndSimilarAmountsPaidAmt08718
IRS990EZ/GrossReceiptsAmt061965
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt086
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt054208
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043105
IRS990EZ/NetAssetsOrFundBalancesEOYAmt042984
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043105
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt042984
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL SUDZINA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1E GRAYHAM IVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TODD MUSHEFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID PAGLIARINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM CANNON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0906
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04191
IRS990EZ/OtherExpensesTotalAmt053368
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS; PROMOTE INTERNATIONAL UNDERSTANDING THROUGH ROTARY INTERNATIONAL PROGRAMS SUCH AS EXCHANGE STUDENTS AND POLIO ERADICATION AND TO SERVE THE LOCAL COMMUNITY IN AREAS OF NEEDS SUCH AS FOOD NEEDS, HOUSING, FAMILY CARE, LITERACY AND WELLNESS.
IRS990EZ/ProgramServiceRevenueAmt07671
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THIS IS A ROTARY INTERNATIONAL CHARITABLE ORGANIZATION THAT PROVIDES MEDICAL SERVICES, CLEAN WATER, EDUCATION AND OTHER SERVICES TO COUNTRIES AROUND THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THIS ORGANIZATION PROVIDES MILLIONS OF DOLLARS OF FUNDING FOR ALZHEIMER'S RESEARCH IN THE FORM OF GRANTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE PURPOSE OF THIS FUNDING IS TO PROVIDE POLIO VACCINATIONS TO CHILDREN THROUGHOUT THE WORLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06400
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt12037
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt2281
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt12037
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2281
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062086
IRS990EZ/TotalProgramServiceExpensesAmt08718
IRS990EZ/TotalRevenueAmt061965
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.DANIELISLANDROTARY.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PAUL HARRIS SOCIETY 1560 SHERMAN AVE EVANSTON, IL 60201 6,400 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING AND PROMOTION 2,331 BANK CHARGES 13 PO BOX RENTAL 192 CONFERENCE FEES 2,331 DISTRICT 7770 DUES 2,328 FELLOWSHIP 7,305 MEALS AT REGULAR MEETINGS 31,627 ROTARY INTL DUES 4,844 AWARDS & SUPPLIES 2,397 TOTAL 53,368
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 906 4,191 DUES RECEIVABLE FROM MEMBERS 0 0 TOTAL 906 4,191
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS; PROMOTE INTERNATIONAL UNDERSTANDING THROUGH ROTARY INTERNATIONAL PROGRAMS SUCH AS EXCHANGE STUDENTS AND POLIO ERADICATION AND TO SERVE THE LOCAL COMMUNITY IN AREAS OF NEEDS SUCH AS FOOD NEEDS, HOUSING, FAMILY CARE, LITERACY AND WELLNESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID PAGLIARINI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF DANIEL ISLAND
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0912144335
ReturnHeader/Filer/USAddress/AddressLine1Txt0234 SEVEN FARMS DR STE 111-A
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029492
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455574544
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOOD-RICE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0952 HOUSTON NORTHCUTT BLVD STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MT PLEASANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0294645659
ReturnHeader/PreparerPersonGrp/PhoneNum08433883284
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN K RICE CPA
ReturnHeader/ReturnTs02016-11-15T10:27:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,984
Liabilities
-
Net assets
$42,984
Revenue
$61,965
Expenses
$62,086
Net income
-$121
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$54.6$4.35$50.2$70.1$68.6$1.48
2024Summary only. Only limited summary data is available for this year.$49.5$0.70$89.6$82.2$7.43
2023Detailed filing. Detailed filing data is available for this year.$55.2$13.9$41.3$89.8$88.3$1.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.3$10.5$39.8$78.6$70.6$7.97
2021Summary only. Only limited summary data is available for this year.$33.2$1.33$46.6$56.7$10.2
2020Summary only. Only limited summary data is available for this year.$43.6$1.62$58.9$55.1$3.81
2019Summary only. Only limited summary data is available for this year.$42.0$3.76$61.8$62.9$1.10
2018Summary only. Only limited summary data is available for this year.$40.7$0.00$64.8$62.2$2.61
2017Summary only. Only limited summary data is available for this year.$38.1$0.00$62.5$62.1$0.38
2016Detailed filing. Detailed filing data is available for this year.$43.0$43.0$62.0$62.1$0.12
2015Summary only. Only limited summary data is available for this year.$41.0$0.00$63.4$63.2$0.14
2014Summary only. Only limited summary data is available for this year.$40.8$0.00$57.3$52.7$4.51
2013Summary only. Only limited summary data is available for this year.$36.3$0.00$47.8$42.2$5.61
2012Summary only. Only limited summary data is available for this year.$30.7$0.00$55.7$61.8$6.17
2011Summary only. Only limited summary data is available for this year.$36.9$0.00$68.5$68.4$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)4 • <$500k nonprofits